Chokshi & Queen Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Chokshi & Queen Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.96M	Buy	7,986 +20	+0.3%	+$7.74K	1.58%	11
2025 Q4	$3.08M	Sell	7,966 -333	-4%	-$128K	1.61%	12
2025 Q3	$3.14M	Sell	8,299 -619	-7%	-$226K	1.66%	11
2025 Q2	$3.13M	Buy	8,918 +161	+2%	+$52.3K	1.79%	11
2025 Q1	$2.78M	Sell	8,757 -70	-0.8%	-$23.5K	1.7%	12
2024 Q4	$2.95M	Buy	+8,827	New	+$2.97M	1.83%	11

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's IWV Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.25% in Q1 2026, buying an estimated $7.74K and bringing the position to 7,986 shares worth $2.96M. The position accounts for 1.58% of the portfolio, ranked #11.

Chokshi & Queen Wealth Advisors first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.14M in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Chokshi & Queen Wealth Advisors held 7,986 shares of iShares Russell 3000 ETF worth $2.96M as of Q1 2026.
Chokshi & Queen Wealth Advisors bought 20 iShares Russell 3000 ETF shares in Q1 2026, an estimated $7.74K.
iShares Russell 3000 ETF made up 1.58% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #11 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's iShares Russell 3000 ETF position peaked at $3.14M in Q3 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.